"If you can't explain it simply, you
don't understand it well enough."
-Albert Einstein
"If you can't explain it simply, you
don't understand it well enough."
-Albert Einstein
About Mike Mestdagh, CFP®
Background
Background
Background
Mike grew up in Bloomfield Hills, MI, attending Birmingham Public Schools. He went on to play collegiate baseball at Michigan State University, while earning his Bachelor's in Finance from the Eli Broad College of Business (with Academic All-Big Ten honors).
Upon graduating, Mike joined Equitable Advisors (formerly AXA) working with public educators and Automotive Executives. For six years he learned the business and formed great relationships.
In September of 2021 Mike launched Mestdagh Wealth Management. Today MWM helps Business Executives with over $500,000 of investable assets plan for a secure retirement.
Connecting
Background
Background
No time? No problem. Our earliest intent is to deliver value - providing objective answers to your retirement questions in less than 1 hour. We maintain the highest levels of confidentiality while exploring your personal goals.
Step 1) 15-minute phone call to recognize how we can help.
Step 2) 15-minute phone call to gather details surrounding your unique situation and goals.
Step 3) 30-minute virtual meeting to unpack your free retirement analysis by Mike Mestdagh, CERTIFIED FINANCIAL PLANNER™, and discuss options.
***All-in only a 60-minute investment***
Process
Background
Process
You want to know if you're on track to retire at a decent age, if what you're doing is helping or hurting, and what else can be done to reach your goals. We break it down into 3 parts:
1) Where are you now?
2) When do you want to retire?
3) How do you get there?
There are endless ways to reach the same destination. The question is what is most appropriate for you?
We use statistics to measure different factors in your retirement forecast. These statistical measurements help drive investment strategy, tax-efficiency, and risk management both now and in retirement.
Frequently Asked Questions
Send an email to Mike@mestdaghwm.com if you cannot find an answer to your question.
1. I've spent my entire life around many of Michigan's Auto Execs. I recognize your immense workload and understand the makeup of what a solid retirement foundation looks like.
2. Save your time for something else. We can knock out a virtual meeting from the convenience of your home or office in 30 minutes.
3. You may have an advisor who is actually closer to retirement than you are! I have years of experience, rigorous training, and decades of work and relationship building ahead. I'll be with you now AND through retirement.
Very simply, MEST like "vest", DAGH like "uh". Mest-uh.
A CERTIFIED FINANCIAL PLANNER® has gone through extensive financial training and must meet minimum experience requirements. As a CFP® Professional, I am bound by the CFP® Board's Standard of Excellence to always put my clients' best interests ahead of my own, also known as the Fiduciary Standard. You can find out more at www.cfp.net
No! Due to my background I naturally began working with these two industries. I greatly enjoy helping people in automotive and public education, but equally appreciate clients from different career paths!
Since COVID struck, I have transitioned to working with clients 100% virtually from my home office. This saves us both valuable time and money.
On the homepage, click GWN Login or More. This will direct you to whichever login page you're looking for.
This happens in one of two ways:
1) You pay me quarterly fees which are deducted directly from your investment account as a percentage of Assets Under Management.
2) A company pays me a commission for using one of their products, typically for solving an insurance or income need.
MWM has access to a wide variety of investment options and research tools. Blend this with our client centric approach and you get a tailored level of attention with the ability to work with many of the industry's top financial institutions.
Let's find out! We use detailed analysis, statistical projections and income planning to construct a personal path forward.
You will have access to products and services from many of the industry's leading investment firms, broker dealers & custodians. Together we will hand select what is most appropriate depending on what suits your goals.
Copyright © 2021 Mestdagh Wealth Management - All Rights Reserved.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to
Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the
organization’s initial and ongoing certification requirements to use the certification marks.
Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor.
11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700.
Mestdagh Wealth Management and GWN Securities, Inc. are separate companies.
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